Droms Strauss Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Droms Strauss Advisors’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-4,392	Closed	-$333K	–	52
2021 Q1	$333K	Sell	4,392 -131	-3%	-$9.86K	0.16%	37
2020 Q4	$329K	Sell	4,523 -152	-3%	-$10.4K	0.19%	32
2020 Q3	$297K	Buy	+4,675	New	+$299K	0.18%	36
2020 Q1	–	Sell	-9,553	Closed	-$664K	–	42
2019 Q4	$664K	Buy	9,553 +1,373	+17%	+$92.7K	0.49%	24
2019 Q3	$533K	Sell	8,180 -2,258	-22%	-$146K	0.43%	25
2019 Q2	$684K	Sell	10,438 -2,046	-16%	-$134K	0.51%	28
2019 Q1	$811K	Sell	12,484 -8,649	-41%	-$545K	0.63%	25
2018 Q4	$1.24M	Buy	+21,133	New	+$1.32M	1.15%	17

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Droms Strauss Advisors's EFA Position: Q2 2021 in Review

Droms Strauss Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q2 2021, closing a stake of 4,392 shares — an estimated $333K sold.

Droms Strauss Advisors first reported a position in EFA in Q4 2018 and held it in 8 quarters. The position peaked at $1.24M in Q4 2018. 1,616 funds tracked by Wall St. Rank hold EFA as of Q2 2021.

Droms Strauss Advisors reported no remaining iShares MSCI EAFE ETF position as of Q2 2021 after selling out during the quarter.
Droms Strauss Advisors sold 4,392 iShares MSCI EAFE ETF shares in Q2 2021, an estimated $333K.
Droms Strauss Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2018 and held it in 8 quarters.
Droms Strauss Advisors's iShares MSCI EAFE ETF position peaked at $1.24M in Q4 2018.
1,616 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2021.

Based on Droms Strauss Advisors's 13F filing for Q2 2021, filed 6 Aug 2021.